Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SS iShares S&P 500 Index K iShares 0 in their Schedule of Assets, totaling $12.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KPA SERVICES, LLC KPA SERVICES, LLC 401(K) PLAN | WESTMINSTER CO | 397 | $37.7M | $6.9M |
| 2 | A&E DESIGN, INC. A&E DESIGN 401(K) PROFIT SHARING PLAN | BILLINGS MT | 105 | $18.9M | $3.3M |
| 3 | APPLEWOOD PLMBNG HEATING & ELECTRIC APPLEWOOD PLUMBING & HEATING COMPANY 401(K) PLAN |
DENVER CO |
| 168 |
| $13.1M |
| $1.9M |
